Analytics & Reporting
Exporting PDF Executive Reports & Summaries
Generate professional, formatted PDF performance reports for stakeholders and schedule automated daily or weekly business digests via email and WhatsApp.
Overview of Executive Reports
BusinessPlus allows organization owners and executives to generate official PDF performance summaries suitable for board presentations, bank loan applications, and tax accounting.
Report Structure & Content
Generated PDF reports include:
- Executive Summary: Total revenue, order volume, net profit margin, and customer acquisition metrics for the period.
- Category Breakdown: Sales volume and gross revenue segmented by product and service categories.
- Top 10 Performers: Itemized ranking of your highest-grossing products and services.
- Payment Reconciliation: Breakdown of cleared transactions by payment method (M-Pesa STK, Card, Cash, Bank Transfer).
Automated Scheduled Digests
Enable automated scheduled digests in Dashboard -> Settings -> Notifications to receive a daily or weekly sales briefing delivered directly to your WhatsApp or email.